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We're Your Team

FPR is built on the foundation of a talented, professional team.

Since our founding in the early 80’s, Financial Planning Resources has been intentional about building a team of people who are dedicated to the core principles our company was founded on:

  • Education and knowledge are the key to wise financial decisions.
  • We trust God for guidance and direction.
  • Our firm’s total purpose is to serve our clients.
  • We believe everyone should have a written financial plan, and we always provide guidance on this as an integral part of our service without any additional charge.
  • We hold all our employees to a high character standard of self-responsibility and a commitment to always do the right thing.
  • We believe attention to detail is crucial to healthy portfolios.
  • Living out our investing motto of “Stay on the Train” by using effective diversification where appropriate: investing at reasonable prices and allowing those investments to potentially appreciate over time.

These values are all part of our team’s client-first approach and our commitment to always putting your needs first. We’re proud to say our dedication to these foundational principles has been the driving force behind FPR’s success, including an average client relationship of over 25 years.*

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

*Results are based on a collection of data from years 1981-2018.

Zac Miller

Zac Miller, AAMS®

LPL Investment Advisor Representative

Anna Simon

Anna Simon

LPL Investment Advisor Representative

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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